Cardinal Capital Management, Inc.

RIASEC Registered

Total AUM

$4B

Discretionary

$4B

99% of AUM

Avg account

$386K

Accounts

10,416

Employees

Advisory reps

Firm details

Headquarters: Winnipeg,
CRD number: 124729
Registered since: February 4, 2003
Website: www.cardinal.ca
Custodians: NBIN, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: HNWI40.45%
State / Municipal Government21.39%
Individuals21.3%
Corporations / Businesses12.65%
Charitable Organizations2.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cardinal Capital Management, Inc. is an independent, individually owned registered investment adviser (SEC registered in 2003) that manages portfolios for both individuals/families and institutional clients. The firm charges fees based on a percentage of assets under management and lists financial planning alongside portfolio management for individuals, small businesses and institutions as core advisory services. Cardinal reports being an active ESG investor, and equity exposure is emphasized across its mandates rather than acting as a separate capital allocator.